Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$796K Buy
13,657
+5,844
+75% +$340K 0.03% 379
2025
Q1
$377K Buy
+7,813
New +$377K 0.02% 512
2022
Q3
Sell
-4,923
Closed -$223K 493
2022
Q2
$223K Sell
4,923
-63,213
-93% -$2.86M 0.03% 442
2022
Q1
$5.41M Buy
+68,136
New +$5.41M 0.63% 25